Professional legacy management - to give you peace of mind

  • We concentrate on all aspects of charity legacy administration.
  • We also offer legacy marketing advice.
  • We also offer legacy systems advice.
  • All Legacy Link consultants are very experienced
  • All are individually covered by professional indemnity insurance
  • Each year Legacy Link consultants add value worth over £1.25m in additional legacy income and saved costs for client charities
Let us handle all your legacy administration...

Legacy Link helps charities by:
  • Providing locum and outsourced legacy administration
  • Creating complete legacy administration and filing systems
  • Providing legacy marketing strategic advice
  • Offering bespoke training in legacy marketing and administration
  • Commissioning and implementing computerised legacy administration systems
  • Reversionary interest reviews and estate accounts checks
  • Undertaking ad hoc or complex case advice
  • Providing legacy caseload “health checks”
  • Handling the complete legacy administration caseload for a number of charities on a permanent basis.
... with experienced consultants offering measurable value

  • who have over a century of combined experience in Charity Legacy Administration and decades in Legacy Marketing.
  • Since Legacy Link was formed eleven years ago, we have worked with a wide range of charities, from those with under 20 bequests a year to some with over 3,000, and annual legacy incomes of between a few thousand pounds to over £100 million.
  • Because of the experience of our consultants, several charity clients have remarked that we are able to cover their work in around half of the time of previous consultants - cutting the costs of legacy administration significantly.
... and known costs

  • We are happy to publish our fees so that there are no hidden surprises - please see our Costs & terms page. We do not charge a retainer for occasional work, nor do we look for a percentage of the value we add - adding value is simply part of what we do. In short, Legacy Link aims to be as transparent and as effective as possible.

We are pleased to be associated with the following organisations:






The Institute of Legacy Management promotes professional standards in legacy administration and provides training, guidance and support services to members, representing over 270 UK charities. Legacy Link is an ILM Corporate Partner.

Clear supplies the legacy management software package FirstClass, used by many household-name charities throughout the UK. All Legacy Link consultants are trained in its use, and our Crispin Ellison is an accredited trainer for Clear.

Remember A Charity Legacy Link is delighted to be a Strategic Partner with Remember a Charity and is offering members a fee discount on both occasional and regular work from March 2011.

Wilsons Solicitors LLP Wilsons is one of the well-respected charity legal firms that our consultants regularly instruct on behalf of client charities

Legacy Foresight Legacy Foresight: Britain's foremost analysts of the legacy and in-memoriam sectors, offering four main services: Benchmarking, Forecasting, Research and Consultancy. Legacy Foresight has to date worked with over 60 fundraising organisations, including 19 of the top 20.